Salem Five Bank
Industry: Financial services company
DescriptionSalem Five is a traditional American mutual savings bank founded in 1855. The bank provides financial services including private banking, checking, deposit, and savings accounts. In addition, Salem Five Bank also offers mortgages, HELOCs, insurance, and commercial lending such as aviation and construction loans. Headquarters: Salem, MA Founded: 1855 Number of locations: 34 Parent organization: Salem Five Bancorp Subsidiaries: Salem Five Mortgage Company Llc, Areas served: Essex County, Massachusetts, Middlesex County, Massachusetts
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Salem Five Bank Employees
First Eastern Mortgage a division of First Federal Savings Bank of Boston June 2014 - Present
Salem Five Bank March 2011 - April 2014
Advanced Mortgage Services March 2007 - March 2011
National City Mortgage 1997 - 2007
Education
Fitchburg State College 1985 — 1989
BA, Business
Cloud Sales on Rails February 2015 - Present
Wyndham Worldwide September 2014 - January 2015
Essex County Club August 2013 - September 2014
EBSCO Information Services January 2014 - May 2014
YMCA of the North Shore May 2013 - May 2014
EBSCO Information Services September 2013 - December 2013
Endicott College post center September 2011 - July 2013
Salem Country Club March 2005 - July 2012
Anderson Business Advisors January 2012 - January 2012
Salem Five Bank January 2011 - January 2011
Skills
Social Media Marketing, Time Management, Event Planning, Event Management, Marketing, Team Leadership, Cpr Certified, Sales
Education
Endicott College 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General (i.p.)
Bishop Fenwick High School
AKQA September 2014 - Present
GetInsured March 2014 - July 2014
Guitar District Inc November 2008 - March 2014
Omega Consulting June 2008 - November 2008
Salem Five Bank October 2007 - June 2008
Sovereign Bank June 2005 - October 2007
Enterprise Rent-A-Car January 2003 - May 2005
Skills
Ruby on Rails, CSS, jQuery, JavaScript, Ruby, HTML 5, Git, Github, MySQL, AJAX, Bootstrapping, SQLite, PostgreSQL, PHP, Isotope, Node.js, Angular.js, Eclipse, Customer Service, HTML, Strategic Planning, Management, Social Media, Team Building, Sales, Financial Analysis, Recruiting, Corporate Finance, Leadership, Retail, HTML5, Business Development, AngularJS
Education
General Assembly 2013 — 2014
Full Stack Web Developer, Full Stack Web Developer, A^2
Harvard University, Extension School 2003 — 2006
Graduate Certificate, Business and Management
Beijing Foreign Language University 2002 — 2002
Certificate Program, Advanced Chinese Speaking and Writing
Baylor University 1998 — 2002
Bachelor of Arts, Economics
AIG August 2015 - Present
Swett & Crawford April 2013 - August 2015
Salem Five Bank August 2012 - March 2013
MultiPlan May 2012 - August 2012
Southern New Hampshire University 2007 - 2011
CoverX Corporation May 2010 - August 2010
Skills
Excel, Mac OS X, Competitive Strategy, Managerial, Word, Marketing Strategy, Number Portability, Advertising, PowerPoint, Marketing Communications, Outgoing, Strategic Planning, Friendship, ImageRight, Microsoft Word, Credit Analysis, Microsoft Excel, Adobe Creative Suite, Outlook, Handle Multiple..., Enjoy New Challenges, Accepting Responsibility, Team-orientated, Quality Driven, Knowledge-hungry Learner, Well Mannered, Like Challenges, Strongly self-motivated, Profit Oriented, iPhone, iPod, Smartphones, MacBook Pro, MacBook, Facetime, Gmail, Professional Liability, E&O, Technology E&O, Miscellaneous..., MPL, A&E, Media Liability, EPL, Kidnap & Ransom, Insurance, Coverages, Surplus Lines, Umbrellas, OS X
Education
Southern New Hampshire University 2007 — 2011
Bachelor of Science, Business Administration, 3.3 GPA Graduated Cum Laude
Northeastern University 2006 — 2007
School of Business, 3.0
American Tower February 2014 - Present
Loring, Wolcott & Coolidge April 2013 - November 2013
Salem Five Bank August 1999 - March 2013
Arwood Machine Corporation 1996 - August 1999
Olsten kimberly Quality Care 1995 - 1996
Skills
FMLA, Benefits, Employee Relations, Benefits Administration, Compliance, Insurance, Outlook, Compensation, HR Policies, Employee Benefits, Deferred Compensation, Management, Payroll, Strategic Planning, HRIS, Onboarding, Leave of Absence, Benefits Management, Training, Disability Insurance, Ceridian, Open Enrollment, Recruiting, Human Resources
Education
Hartwick College 1989 — 1993
BA, Psychology
Marion Court College 2007 — 2009
Certification in HR Management, Human Resources
Recommind October 2014 - Present
Recommind November 2012 - October 2014
Salem Five Bank September 2010 - November 2012
Beverly Cooperate Bank September 2005 - March 2007
Fidelity Investments January 2005 - August 2005
Deluxe Corporation May 1998 - August 2004
Skills
Customer Service, Call Centers, Sales, Management, Outlook, Data Analysis, Legal Research, Legal Writing, Marketing, Data Entry, Legal Assistance, Cold Calling, PowerPoint, Investments, Customer Relations, Legal Support, Litigation Support, Account Management, Banking, Microsoft Word, Microsoft Excel, Time Management, Document Review, Troubleshooting, Analysis, Finance, Team Building, Team Leadership, Business Development, Databases
Education
Lasell College 2013 — 2015
Master’s Degree, Master's in Public Administration with a Human Resources concentration, 3.9
Bay Path University 2007 — 2010
Bachelor’s Degree, Executive Management
Bay Path University 2007 — 2010
Associate’s Degree, Legal Assistant/Paralegal, 3.9
Bay Path University 2007 — 2009
Paralegal Certificate, Paralegal Studies
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch January 2014 - February 2015
Salem Five Bank July 2011 - August 2013
Fidelity Investments October 2010 - February 2011
Fidelity Investments September 2009 - October 2010
Complete Garden Care May 2008 - November 2009
Myopia Hunt Club June 1999 - September 2008
Skills
Sales, Analysis, Relationship-building..., Problem Solving, Customer Service, Financial Reporting, Financial Analysis, Series 7, Series 63, Banking, Teamwork, Customer Relations, Time Management, Economics, Retail, Microsoft Office, Excel, PowerPoint, Outlook, Word, Data Analysis, Business Development
Education
Northeastern University 2011 — 2011
Profesional Development, Accounting
Colby College 2005 — 2009
BA, Economics, Administrative Science - Business/Accounting
University of Melbourne 2007 — 2007
Study Abroad, Accounting, Australian Economic History, Australian Culture
Governors Academy 2001 — 2005
High School
The Advocator Group June 2013 - June 2015
Salem Five Bank November 2012 - March 2013
Boston Private Bank August 2005 - November 2012
McKinsey & Company 2002 - 2004
Boston University School of Management 2001 - 2002
McKinsey & Company 1996 - 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
MBA
Simmons College
MSLIS
Trinity College-Hartford
BA
Freelance January 2014 - Present
LotusForest Inc 2010 - 2013
Salem Five Bank January 2007 - July 2007
Macy's June 2005 - November 2006
Skills
QuickBooks, Xero, Accounting, Bookkeeping, Cloud Applications, Microsoft Office, Google Docs, Financial Accounting, Accounts Payable, Accounts Receivable
Education
Gujarat University 2001 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
University of Massachusetts Lowell 2005 — 2006
Bachelor's degree, Business Administration and Management, General
Antonell Companies August 2012 - Present
Salem Five Bank January 2011 - October 2012
FiRE+iCE Bar + Grill May 2010 - May 2011
North Shore 104.9 FM September 2010 - November 2010
Salem Five Bank May 2010 - August 2010
Skills
Research, Social Media, Data Entry, Retail, Marketing, Social Media Marketing, PowerPoint, Outlook, Customer Service, Marketing Communications, Microsoft Word, Microsoft Office, Microsoft Excel, Editing, Facebook, Community Outreach, Time Management, Social Networking, Event Planning, Market Research, Advertising, Public Relations
Education
Salem State University 2009 — 2011
BS in Business Administration, Marketing
Gordon College 2007 — 2009
Business Administration, Business Administration
Connance April 2015 - Present
Connance November 2014 - April 2015
C&S Wholesale Grocers July 2013 - November 2014
Windrose Advisors June 2012 - August 2012
Philadelphia Eagles July 2011 - August 2011
Salem Five Bank June 2010 - August 2010
Skills
Due Diligence, Valuation, Finance, Strategy, Economics, Investments
Education
Amherst College 2009 — 2013
Bachelor of Arts (BA), Economics
IES 2012 — 2012
Rome, Italy
Tuck School of Business at Dartmouth 2011 — 2011
Business Bridge Program
Massachusetts Trial Court June 2015 - August 2015
Salem Five Bank February 2014 - August 2014
Office of US Senator Jeanne Shaheen January 2013 - May 2013
Office of Congressman John Tierney June 2012 - August 2012
Skills
Foreign Languages, Writing, Critical Thinking, Analysis, Concept Development, Negotiation, Politics, Teaching, History, Current Affairs, Constituent Services, Constituent Relations, Political Science, Political Campaigns, Grassroots Organizing, Event Planning, Public Speaking
Education
New England School of Law 2014 — 2017
Juris Doctor (J.D.)
Saint Anselm College 2009 — 2013
Bachelor of Arts (B.A.) cum laude, Political Science and Government
Swampscott High School 2005 — 2009
Salem Five Bank August 2005 - Present
Salem Five Insurance Services, LLC June 2005 - Present
Skills
Microsoft Office, Writing, Reporting & Analysis, Problem Solving, Inventory Control, Oral Communication, Databases, Customer Service, Administration, Spreadsheets, Administrative..., Loans, Outlook, Strategic Planning, Banking, Sales, Credit, PowerPoint, Public Speaking, Event Planning, Marketing, Microsoft Word, Social Networking, Time Management
Education
Middlesex Community College 2013 — 2014
Associate's Degree, Business Administration
Winchester High School
High School
Electric Insurance Company March 2014 - Present
O'Leary Law Offices August 2013 - March 2014
Salem Five Bank November 2012 - August 2013
Worcester County District Attorney's Office January 2012 - May 2012
Harrington Law Offices August 2011 - December 2011
Middlesex District Attorney's Office May 2011 - August 2011
Skills
Trials, Motions, Jury Trials, Defense, Interviews, Legal Research, Legal Writing, Legal Assistance, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Legal Issues
Education
New England School of Law 2009 — 2011
Doctor of Law (J.D.)
Syracuse University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Valley Community Baptist Church February 2005 - Present
Grace Chapel April 1996 - February 2005
Marshalls April 1992 - April 1996
Salem Five Bank February 1987 - April 1992
Education
Gordon Conwell Theological Seminary 2004 — 2010
Doctor of Ministry, Redemptive Leadership and Organizational Development
Gordon Conwell Theological Seminary 1986 — 1989
Master of Divinity, Theological
The Ohio State University 1981 — 1985
Bachelor of Science, Business Administration - Human Resource Management
Joey's Pizzeria 2011 - 2012
Salem Five Bank 2010 - 2010
Target Litigation Consulting, Inc. 2010 - 2010
Retrievex 2010 - 2010
RGIS 2009 - 2010
Gillette World Shaving Headquarters 2009 - 2009
Bear Hill Golf Course 2007 - 2008
Woburn Racquet Club 2006 - 2008
Skills
Market Research, Work Well Independently, Task Management, Customer Service, Computer Proficiency, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Highly detail oriented, complex problem..., Time Management, Building Relationships, Organization
Education
Bryant University 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
Reading Memorial High School 2004 — 2008
Apple February 2014 - Present
Aeria Games & Entertainment December 2011 - February 2014
Salem Five Bank January 2011 - December 2011
Skills
Bug Tracking, JIRA, Selenium, Software Quality..., Android SDK, Test Planning, Scrum, Quality Assurance, Test Automation, Mobile Devices, Android, Testing, JavaScript, SQL, MySQL, XML, Agile Methodologies, Agile Project Management, Subversion, SDLC, Manual Testing, Web Applications, Bugzilla, iPhone, Test Cases, Regression Testing
Education
Bunker Hill Community College 2008 — 2010
AA Business Administration, Economics
Foothill College
Computer Science
Salem Five Bank June 2012 - Present
Gordon College September 2008 - January 2012
People's United Bank May 2010 - September 2011
Patton Family Archive August 2010 - December 2010
Skills
Customer Service, PowerPoint, Microsoft Office, Archives, Microsoft Word, Editorial, Editing, Writing, Historic Preservation, Archival Research, History, Public History, Microsoft Excel, Data Entry, Japanese History, American History, Social Media, Museums, Historical Research, Public Speaking, Event Planning, Research, Leadership, Facebook, Nonprofits, Fundraising, Social Networking, Teamwork, Event Management, Employee Training, Cashiering, Creative Writing, Copy Editing, Museum Collections
Education
Gordon College 2008 — 2012
Bachelor of Arts (B.A.), History
Commonwealth of Massachusetts June 2014 - Present
Salem Five Bank May 2012 - February 2014
Eastern Bank December 2011 - May 2012
Massachusetts Institute of Technology, MIT October 2010 - March 2011
Greencore August 2008 - March 2009
Greencore May 2006 - August 2008
Skills
Spanish, Microsoft Office, Quality Auditing, Mortgage Banking, Compliance, Trade Finance, Trading, Finance, ACH, Stock Market Analysis, Accounts Payable, Accounts Receivable, Tax Preparation..., Six Sigma Black Belt, Six Sigma, Microsoft Excel, Accounting, Financial Analysis, Investments, Financial Reporting, Outlook, Banking, Pivot Tables, Equities, Training
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance, Magna Cum Laude 3.8
Northeastern University 2010 — 2012
Bachelor of Science, Finance and Accounting Management;, Magna Cum Laude 3.8
Bunker Hill Community College 2009 — 2010
Associate of Science (A.S.), Finance, and Securities Law, Banking, Corporate, Magna Cum Laude 3.88
Bunker Hill Community College 2008 — 2010
Associate's of Business Administration, Accounting, Magna Cum Laude 3.75
AVETA Business Institute 2008 — 2009
Certification, Six Sigma
Berkshire Bank January 2014 - Present
TD Bank June 2010 - January 2014
Salem Five Bank June 2007 - June 2010
Rmg June 2003 - June 2007
Skills
Mortgage Lending, Loans, Credit, Refinance, Banking, Loan Origination, Mortgage Banking, Small Business Lending, Lines Of Credit, Home Equity Lines of..., FHA, Construction Loans, Residential Mortgages, Real Estate, Investment Properties, Residential Homes
Education
American University 1991 — 1991
West Virginia Wesleyan College 1987 — 1991
Admirals Bank September 2014 - Present
Boston Private Bank August 2013 - November 2014
Berkley Point Capital July 2013 - August 2013
Toro Consulting Group January 2013 - July 2013
Salem Five Bank October 2012 - December 2012
P&P LAW March 2009 - June 2010
Mortgage Options of America June 2005 - March 2009
Global Home Loans Bank February 2003 - March 2005
Fidelity Investments September 2000 - October 2001
Skills
Real Estate, Investment Properties, Mortgage Lending, Residential Mortgages, Jumbo Mortgage, VA loans, FHA financing
Education
Harvard University 2013 — 2017
Master of Science (MS), Finance, General
Delaware State University 1995 — 1999
Bachelor of Science, Economics (Finance & Accounting) and Business Administration
Hesser College 1994 — 1995
Cambridge Trust Company March 2015 - Present
Citizens Bank July 2008 - March 2015
Bank of America May 2004 - July 2008
Salem Five Bank 2003 - 2003
Cambridgeport Bank 1999 - 2003
Winchester Savings Bank 1996 - 1999
National Medical Care 1990 - 1994
Skills
Residential Mortgages, Investment Properties, Mortgage Lending, Loans, Mortgage Banking, Refinance, Loan Origination, FHA, Credit, VA loans, FHA financing, USDA, Government Loans, Banking, Home Equity Lines of..., Non-Conforming, Construction Loans, Commercial Lending, Residential Homes, Finance, Portfolio Management, Small Business Lending, Commercial Mortgages, Lines Of Credit, Real Estate Financing, Real Estate, Financial Analysis, Credit Analysis, Underwriting, First Time Home Buyers, Referrals, Condos, Mortgage Underwriting, Reverse Mortgages, Home Equity Loans, Loss Mitigation, Cross Selling, Investors, Consumer Lending
Education
Northeastern University 1986 — 1991
Bachelor Of Science, Business Administration and Management, General
Arlington 1982 — 1986
Avon November 2010 - Present
Salem Five Bank November 2000 - Present
Lynnfield Meat & Deli August 1995 - January 2003
Skills
Analysis, Customer Service, Entrepreneurship, Retail, Sales, Selling, Time Management, Team Building
Education
Endicott College 1985 — 1987
Salem Five Bank March 2013 - Present
Salem Chamber of Commerce January 2015 - Present
Freelance Illustrator June 2007 - Present
Salem Arts Association April 2013 - December 2014
Salem Five Bank September 2009 - March 2013
Salem Five Bank June 2008 - August 2009
Salem Five Bank 2003 - 2008
Salem Five Bank 2002 - 2003
Skills
Banking, Business Development, Retail Banking, Leadership, Loans, Consumer Lending, Customer Service, Commercial Banking, Sales, Finance, Management, Relationship Management, Small Business Lending
Education
New England School for Financial Studies 2011 — 2012
Economics, Management, Bank Operations
Massachusetts College of Art 2003 — 2007
Bachelor of Fine Arts (BFA), Illustration
Marcus Mental Health Associates November 2011 - Present
BODB LLC August 2009 - November 2014
Salem Five Bank August 2010 - March 2011
Mount Auburn Hospital August 2007 - August 2010
By Appointment Only, Inc. July 2006 - July 2007
Brigham and Women's Hospital August 2004 - July 2006
City of Portland, Maine July 2003 - July 2004
Petrodrill Engineering November 2002 - June 2003
Hornby Zeller Associates, Inc. March 2000 - March 2002
People's Heritage Bank April 1999 - October 1999
Skills
Editing, PowerPoint, Management, Data Entry, Public Speaking, Marketing, Windows, Data Management, Customer Service, Access, Microsoft Word, Outlook, Microsoft Excel, Fundraising, Analysis, Training, Event Planning, Data Analysis, Nonprofits, Leadership, Microsoft Office, Event Management, Accounting
Education
North Shore Community College 2005 — 2006
Graphic Design
Massachusetts Bay Community College 2004 — 2005
Liberal Arts
University of Southern Maine 1998 — 1999
Liberal Arts
Marblehead High School 1991 — 1995
Diploma, General Education
Temple Israel 1985 — 1993
Teaching Certificate, Judaic Studies
Salem Five Bank July 2015 - Present
Maggie Inc. March 2014 - Present
CLICK Models of Boston, Inc. March 2012 - March 2014
Precision Media Management & Orne Publishing July 2008 - February 2013
ALDI Stores February 2008 - June 2008
ITV Direct June 2005 - May 2007
Skills
Email Marketing, Product Development, Start-ups, Entrepreneurship, Online Marketing, Online Advertising, Social Media Marketing, SEO, Strategic Planning, Direct Marketing, Marketing Strategy, Strategic Partnerships, Digital Marketing, Lead Generation, Advertising, Digital Media, Brand Development, Blogging, Social Media, Marketing, Marketing Communications, Social Networking, E-commerce, Sales, New Media, Facebook, Public Relations, Creative Direction, Content Strategy, Press Releases, Publishing
Education
Bentley University
Management, Business Administration and Management, General
Custom Automated Prosthetics December 2014 - Present
Salem Five Bank January 2014 - December 2014
American Eagle Outfitters July 2013 - January 2014
Deb Shops, Inc. November 2012 - July 2013
Deb Shops, Inc. August 2012 - November 2012
Deb Shops, Inc. July 2012 - August 2012
American Eagle Outfitters August 2011 - July 2012
Bob's Stores August 2010 - August 2011
Skills
Banking, Retail Banking, Consumer Lending, Customer Service, Cross Selling, Loans, Credit, Retail, Customer Satisfaction, Sales, Retail Sales, Team Building, Time Management, Merchandising
Education
Southern New Hampshire University 2014 — 2016
Psychology, Forensic Psychology
North Shore Community College 2012 — 2014
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Curry College 2011 — 2012
Psychology
Santander Bank, N.A. March 2014 - Present
Sovereign Bank April 2013 - March 2014
Sovereign Bank Banco Santander August 2011 - March 2013
Salem Five Bank October 2010 - July 2011
Steven I. Gordon, CPA May 2009 - July 2009
Red Rock Bistro March 2006 - August 2007
Skills
Excel, Access, Photoshop, HTML, Analysis, Dreamweaver, Credit, Risk Management, Microsoft Office, Word, Spanish, PowerPoint, Mortgage, Credit Card Analytics, Business Analysis, Microsoft Word, Microsoft Excel, Project Management, Leadership, Banking, Mortgage Lending, Management, Financial Services, Financial Risk, Finance, Data Analysis, Credit Risk, Financial Analysis, Credit Analysis, Credit Cards
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science, Accounting, Finance
Universitat Autònoma de Barcelona 2009 — 2009
International Marketing, Finance
Salem Five Bank November 2013 - Present
Stoneham Theatre April 2011 - Present
Massachusetts Bankers Association January 2014 - Present
Stoneham Chamber of Commerce October 2011 - September 2014
Stoneham Savings Bank December 2010 - November 2013
Stoneham Savings Bank March 2003 - November 2013
Stoneham Savings Bank July 1995 - November 2013
Fiserv SPC 2003 - 2011
Stoneham Savings Bank June 2010 - December 2010
Stoneham Savings Bank March 2003 - March 2009
Skills
Executive Management, Critical Thinking, Team Building, Business Planning, Banking, Financial Services, Risk Management, Leadership, Strategy, Credit, Strategic Planning, Due Diligence, Financial Analysis, Mergers & Acquisitions, Customer Service, Retail Banking, Commercial Lending, Loans, Finance, Portfolio Management, Commercial Banking, Consumer Lending, Mortgage Banking
Education
University of Maryland University College 2006 — 2008
MBA, Business
Fairfield University 2001 — 2003
Specialized, Banking and Finance
Boston University 1995 — 1995
Specialized, Network Engineering
Bridgewater State University 1974 — 1977
Psychology
Salem Five Bank September 2015 - Present
Biogen February 2015 - Present
Harvard Business School February 2013 - February 2015
Mahindra Satyam February 2013 - 2014
BCBSMA July 2010 - October 2010
Liberty Mutual Insurance October 2009 - June 2010
CAE Solutions Corporation February 2007 - October 2008
Philips October 1999 - September 2005
Skills
Process Improvement, Risk Management, Change Management, Integration, Management, Project Management, Consulting
Education
Boston University 2005 — 2005
Master Certification, Project Management
Salem Five Bank June 2015 - Present
L.L.Bean October 2014 - Present
Bentley Ambassadors Program September 2013 - Present
Bentley University September 2012 - Present
Breuer & Co. June 2013 - August 2013
Catalyze Marketing June 2013 - August 2013
Skills
Information Technology, CSS Javascript, Internet Services, Microsoft Office, Microsoft Excel, Microsoft Word, Apple, Student Government, Athletics, Volunteering, SQL, Facebook, Teamwork, Microsoft Publisher, Time Management, Leadership, PowerPoint
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science, Finance, Computer Information Systems, Junior
Masconomet Regional High School 2008 — 2012
Vincent Financial Group August 2009 - Present
Caturano Wealth Management September 2008 - August 2009
Salem Five Bank December 2001 - August 2008
Pioneer Investments July 2001 - December 2001
Skills
Retirement Planning, Asset Allocation, Investment Management, Investments, Asset Managment, Portfolio Management, Mutual Funds, Wealth Management, Alternative Investments, Strategic Financial..., Financial Analysis, Retirement, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Boston College 2009 — 2010
Certificate in Leadership
Boston University 2006 — 2007
Boston College 1996 — 2000
BS
James Madison University August 2012 - Present
Salem Five Bank June 2012 - August 2012
The Commons 1854 May 2011 - August 2011
Education
James Madison University
Salem Five Mortgage Company January 2009 - Present
Franklin American Mortgage Company June 2008 - July 2008
Wells Fargo April 2007 - November 2007
PartMiner April 2000 - October 2000
Provident Funding Associates L.P. August 1999 - April 2000
Salem Five Bank January 1996 - June 1999
Skills
Mortgage Lending, Loans, Real Estate, Investments, FHA, Banking, Residential Mortgages, Credit
Education
Carnegie Mellon University 1983 — 1987
BS, Managerial Economics
Beverly High School 1980 — 1983
HS Diploma
Salem Five Bank August 2015 - Present
Citizens Bank February 2011 - Present
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Consumer Lending, Retail Banking, Lines Of Credit, Cross Selling, Small Business Lending, Loan Origination
Education
Middlesex Community College
Business Administration and Management, General
Boston Private February 2012 - Present
Salem Five Bank 2005 - February 2012
Bank of America 2004 - 2005
Fleet Bank 2000 - 2004
Citizens Bank 1999 - 2000
State Street Bank 1987 - 1999
Skills
Commercial Banking, Underwriting, Portfolio Management, Risk Management, Credit, Business Development, Commercial Lending
Education
Dartmouth College 1976 — 1980
A.B., Economics
Boston University Questrom School of Business 1985 — 1987
MBA, Finance
Salem Five Bank December 2012 - April 2013
Apollo Security September 2008 - December 2012
Skills
Microsoft Excel, Microsoft Office, Public Relations, Security, Training
Education
Clark University 2004 — 2008
Bachelor's degree, Communication and Culture/English
Melrose High School
Salem Five Bank May 2012 - Present
Eastern Bank February 2011 - May 2012
MIT August 2009 - February 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Budgets, Customer Service, Outlook, Research, English, Accounting, Strategic Planning, Financial Analysis
Education
Northeastern University 1987 — 2012
Bachelor of Science, Finance
Bunker Hill Community College 2009 — 2011
Associates in Science, Accounting and Finance
Online Marketing and Advertising January 2011 - Present
Salem Five Bank December 2012 - January 2015
FMER October 2012 - November 2012
F.H. Cann and Associates October 2011 - January 2012
First Marblehead Education Resources May 2007 - January 2011
First Marblehead Education Resources March 2006 - May 2007
Berkshire Publishing Group LLC May 2004 - July 2004
H&R Block January 2003 - April 2004
Department of Defense April 2001 - September 2001
Sierra, Inc June 1997 - August 1997
Skills
Leadership, Quality Assurance, Process Improvement, Data Analysis, Microsoft Office, Analysis, Financial Services, Customer Service, Auditing, SQL, Technical Writing, PowerPoint, Outlook, Due Diligence, Microsoft Excel, Loans, Finance, Management, Economics, Document Review, Audit, Excel, Able To Multi-task, Document Imaging, SharePoint, Image Onsite, FDCPA certified, Account Reconciliation, customer satisfaction, merchandising, Loan Modifications, Nonprofits, Negotiation, banking, Metavante Insight..., NetSuite
Education
Northeastern University 1996 — 2002
B.S., Economics
Northeastern University
Master of Arts Degree, History
Boston University 1991 — 1995
Bachelor of Arts Degree, History
Catholic Memorial H.S. 1987 — 1991
Diploma, High School
Salem Five Bank October 2007 - Present
John Hancock January 2003 - January 2004
Education
Northeastern University 2000 — 2004
Wilmington
Salem Five Bank 2014 - 2015
Education
North Shore Community College 2013 — 2015
Seeking position as Staff Accountant September 2012 - Present
Salem Five Bank April 2013 - May 2013
Group 1 Automotive, Inc. June 2012 - August 2012
Crystal Transport, Inc 2008 - 2012
Crowe,Paradis & Albren, LLC April 2008 - April 2008
Mellon Financial Corp December 2007 - April 2008
Danis Properties LLC June 2007 - November 2007
Bacall & Conniff January 2006 - April 2007
Paul's Quality Carpet Care October 2003 - January 2006
Genesis HealthCare April 2002 - August 2003
Skills
Accounts Payable, Financial Reporting, Accounting, Payroll, Billing, ADP, Quickbooks, Fixed Assets, Invoicing, General Ledger, Excel, QuickBooks, Cash Flow, Auditing, Journal Entries, PeopleSoft, Accounts Receivable
Education
Assumption College 1995 — 1999
Bachelors of Business Administration, Accounting
Northeastern University 1990 — 1994
Course work, Accounting and Business/Management
Salem Five Bank January 2014 - Present
Salem Five Bank May 2012 - January 2014
Salem Five Bank August 2010 - May 2012
Salem Police Department September 2008 - December 2008
Simeola and Simeola January 2007 - January 2007
Wakefield Police Department January 2006 - January 2006
Skills
Criminal Justice, Advertising, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Criminal Investigations, Social Media, Microsoft Word, Social Media Marketing, Financial Analysis, Courts, Access
Education
Endicott College 2009 — 2010
MBA, Business Administration
Endicott College 2005 — 2009
BS, Criminal Justice
Sassy Cuisine March 2014 - Present
Osteria Nino April 2015 - August 2015
Toro January 2015 - April 2015
Locke Lord LLP January 2015 - January 2015
Edwards Wildman Palmer LLP November 2013 - January 2015
Tuscan Brands July 2014 - November 2014
Rialto September 2013 - November 2013
Broad Institute March 2010 - November 2013
Northeast Animal Shelter February 2011 - October 2011
Salem Five Bank 2008 - 2009
Skills
SAP, ADP Payroll, Enterprise Software, ADP E-Time, Microsoft Word, Microsoft Excel, PowerPoint, Gmail, Google Calendar, Payroll, Accounts Payable, Personal Chef Services, Culinary Skills, Non-profit Volunteer, Outlook, Microsoft Publisher, Google Docs, Food Safety, Food & Beverage, Recipes, Cooking, Baking, Teller Operations, Latin Dance, Time Management, Teamwork, Supervisory Skills, Process Scheduler, Catering, Customer Service, Social Media, Leadership, Microsoft Office, Restaurants, Chef, Event Planning
Education
Le Cordon Bleu College of Culinary Arts-Cambridge 2013 — 2013
Certificate, Culinary Arts/Chef Training, 4.0
North Shore Community College 2012 — 2012
Business Administration and Management, General
UMass Lowell 2001 — 2003
Communication and Media Studies
Wakefield
Lahey Health August 2014 - Present
Beverly Hospital, a Member of Lahey Health June 2002 - August 2014
Beverly Hospital June 2002 - August 2014
Greater Beverly YMCA January 2008 - September 2013
Cyrk, Inc February 2001 - April 2002
Cyrk July 2000 - February 2001
Towers Perrin September 1998 - July 2000
Scoops, Inc. April 1998 - July 2000
Salem Five Bank July 1992 - April 1998
Essex Office Inc. January 1986 - July 1992
Skills
Employee Benefits, Group Medical, Benefits Communication, Flexible Spending..., COBRA Administration, Open Enrollment, Leave Administration, Notary Public, Human Resources, FMLA, 401k, Labor Relations, ADP Payroll
Education
Endicott College
Outcome Engenuity, LLC
Certification, Just Culture
Westfield State College
BA, ENGLISH
Salem Five Bank 1995 - Present
Chase Bank January 1993 - January 1995
Investors Bank and Trust June 1987 - September 1992
Wang Laboratories March 1982 - June 1987
Electronic Data Services (EDS) October 1979 - March 1982
Skills
Credit, FHA, Mortgage Lending, Loans, Refinance, Customer Service, Loan Origination, Mortgage Banking, Small Business Lending, Small Business, Commercial Lending, Underwriting, Commercial Banking, Banking, Residential Mortgages, Consumer Lending, Investments, Insurance, VA loans, First Time Home Buyers, Retail Banking, Investment Properties, Cash Management, Real Estate, Portfolio Management, Credit Analysis, Finance, Real Estate Economics, Credit Risk, Cross Selling, Sellers, Real Estate Financing, Referrals, Financial Analysis, Asset Management, Residential Homes, Financial Services, Strategic Financial..., Mortgage Underwriting, USDA, Risk Management, Construction Loans, Lines Of Credit, Investors, Real Estate Transactions
Education
Boston University - School of Management 1974 — 1978
BS/BA, Finance and Organizational Behavior
Salem Five Bank June 2014 - Present
Digital Bungalow (Interactive Agency) May 2010 - February 2014
Digitas (Digital Advertising Agency) September 2005 - May 2010
Millennium Pharmaceuticals December 2003 - September 2005
The Center for Business Intelligence (Business Conferences for the Pharmaceutical Industry) January 2002 - December 2003
Skills
•E-commerce strategy..., •Vendor selection and..., •Intimate knowledge..., •Strategic planner,..., Web Analytics, Email Marketing, Online Advertising, Marketing Strategy, Digital Marketing, Digital Strategy, Interactive Marketing, Online Marketing, Direct Marketing, E-commerce, Segmentation, CRM, Advertising, Multi-channel Marketing, Marketing, Strategy, Management, SEO, Integrated Marketing, Social Media Marketing, PPC, Social Media, Content Strategy, Account Management
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MBA, Marketing, 3.8 GPA
Boston University - School of Management 1998 — 2001
Bachelor of Science in Business Administration, Marketing
Commonwealth Corporation 2013 - Present
Salem Five Bank 2012 - 2013
Target 2011 - 2012
Jumpstart 2010 - 2011
NYC Department of Education 2009 - 2010
Education
University of Massachusetts Boston 2005 — 2008
Bachelor of Arts, Political Science and Philosophy
City University of New York City College 2009 — 2010
Elementary Special Education
Santander Bank, N.A. November 2013 - Present
Salem Five Bank May 2012 - November 2013
Fireminds Ltd June 2009 - May 2012
boxoffice.bm Ltd April 2008 - June 2009
ICC Cricket World Cup West Indies 2007 Inc May 2005 - December 2007
First Global Financial Services November 2004 - May 2005
Skills
Business Analysis, Budgeting, Customer Service, Financial Reporting, Business Process, SharePoint Content..., Retail Banking, Leadership, Marketing Communications, Budgets, Risk Management, Strategy, Management, Project Management, Strategic Planning, Forecasting, Financial Analysis, Data Analysis, Coaching, Operations Management, Change Management, Analysis, Access, Microsoft Office, Process Improvement, Banking, Business Strategy, Start-ups, Cross-functional Team..., Team Building, Finance, Sales, CRM, Team Management, Negotiation, Portfolio Management, E-commerce, Product Development, Event Management, Human Resources, Project Planning, Business Development, Training
Education
Durham University 2002 — 2003
M.Sc, International Banking & Finance
University of the West Indies Mona 1998 — 2001
B.Sc, Economics, Management and Accounting
Quinn Manufacturing, Inc. June 2009 - Present
Osram Sylvania February 2012 - November 2012
Lab Furniture Installations and Sales, Inc. September 2010 - February 2012
Town of Wenham February 2006 - June 2009
Town of Wenham July 2005 - February 2006
Peter James Manufacturing, Inc. 1989 - August 2004
Salem Five Bank June 1977 - February 1987
Skills
Accounts Receivable, Accounts Payable, Invoicing, QuickBooks, General Ledger, Journal Entries, Bank Reconciliation, Spreadsheets, Personnel Records, Microsoft Word, Outlook, ISO 9001, Supervisory Skills, Communication, Microsoft Excel, Adobe Acrobat, Software Installation, Troubleshooting, Vadar Systems, Millenium Payroll..., SAP ERP, E2, Data Entry, Typing, Payroll, Account Reconciliation, Written Communication, Teamwork, Problem Solving, Collaborative Problem..., Accounting, Customer Service, Treasury, Financial Accounting
Education
North Shore Community College 2010 — 2016
Associate's degree, Accounting
North Shore Community College 1972 — 1976
Associate of Arts (AA), Liberal Arts
Salem Five Bank May 2013 - Present
Old Colony Financial 2010 - Present
Bank of America December 2011 - May 2013
Richards Financial -NPA 2008 - January 2012
Merrill Lynch 2008 - 2009
TD Bank Group 2002 - 2007
Boston Main Street 2002 - 2007
The Park School, Inc. 1990 - 2007
Imperial Capital Bank 2004 - 2005
Washington Gateway Main Streets 2004 - 2005
Skills
Leadership, Team Leadership, Investments, Banking, Business Transformation, Leadership Development, Wealth Management, Finance, Commercial Banking, Securities, Financial Services, Credit, Loan Origination, Loans, Mergers & Acquisitions, Small Business, Strategic Financial..., Cash Management, Mortgage Lending, Bonds, Start-up Consulting, Underwriting, Portfolio Management, Senior Executive..., Business Development, Mutual Funds, Commercial Lending, Financial Analysis, Strategy, Marketing, Business Planning, Financial Statements, Private Banking, Retail Banking, Cross-functional Team..., Risk Management, Small Business Lending, Marketing Strategy, Asset Management, Credit Analysis, Strategic Leadership, Managerial Finance, Wealth, Series 7, Team Building, Start-ups, Retirement Planning, Financial Advisory, Staff Development, Auditing
Education
Framingham State College 1990 — 1995
Bacholer Dergree, Business
Fullerton College 1989 — 1990
Business
Massachusetts Bay Community College 1985 — 1989
Associates, Accounting
Minuteman 1981 — 1985
American Bankers Association
Commercial Lending
N2 Biomedical LLC July 2014 - Present
Remote Quality Bookkeeping January 2012 - July 2014
Bridgewater State University September 2011 - March 2014
Salem Five Bank May 2012 - August 2013
Bridgewater State University September 2011 - December 2012
Market Basket April 2009 - December 2012
Skills
Payroll, Data Entry, PowerPoint, Microsoft Word, Management, Communication, Microsoft Office, Telephone Skills, Microsoft Excel, Research, QuickBooks, Time Management, Bank Reconciliation, Budgeting, Planning Budgeting &..., Accounts Payable &..., Internal Audit
Education
Merrimack College 2015 — 2017
M.S. in Accounting
Bridgewater State College 2010 — 2014
B.S. in Accounting and Finance
Allied Solutions LLC June 2014 - Present
People Making a Difference (PMD) April 2014 - Present
Alloya Corporate Federal Credit Union March 2008 - June 2014
Salem Five Bank April 2003 - March 2008
American Express 2002 - 2003
Skills
Sales, Relationship Management, New Business Development, Banking, Analysis, Credit Unions, Investments, Strategic Planning, Risk Management, Business Development, Portfolio Management, CRM, Relationship..., Operational Planning, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, World Travel, Training, Inter-personal, Series 65, Business Strategy, Customer Service, Credit, Outside Sales, Customer Satisfaction, Loans
Education
Ohio Wesleyan University 1998 — 2002
Bachelor's degree, Economics with concentration in Management
Beverly High 1995 — 1998
Eastern Bank March 2015 - Present
Salem Five Bank November 2010 - Present
Wolf & Company, P.C. July 2005 - November 2010
The Eagle-Tribune July 2004 - July 2005
Palm September 2003 - July 2004
Skills
Security, Business Continuity, Risk Management, Risk Assessment, Information Security, IT Audit, CISA, Network Security, Information Security..., Disaster Recovery, Vulnerability Management, SAS70, Application Security, Penetration Testing, Active Directory, PCI DSS, GLBA
Education
Gordon College 1999 — 2003
BS, Computer Science
SCS
Salem Five Bank June 2008 - Present
JP Morgan Chase April 2007 - January 2008
Wells Fargo Home Mortgage October 2002 - April 2007
Colonial Gas Company March 1995 - October 2002
Mass Electric January 1983 - October 1995
Skills
FHA, Loans, Credit, Sales, Investment Properties, Residential Homes, Refinance, Mortgage Lending, First Time Home Buyers, Condos, Credit Analysis, Mortgage Banking, Loan Origination, Commercial Lending, Consumer Lending, Banking, Real Estate, Sales Management, Strategic Planning, Marketing, Public Speaking, Residential Mortgages, Small Business Lending, Small Business, FHA financing, VA loans, New Business Development, Training, USDA
Education
Merrimack College 1982 — 1987
BS, Business Administration
ClubCorp June 2014 - Present
Citizens Bank February 2014 - June 2014
TD Wealth Management October 2012 - January 2014
Bioremedy 2009 - 2012
Banco Santander October 2010 - October 2011
Salem Five Bank August 2009 - October 2010
Skills
Mortgage Lending, Residential Mortgages, Consumer Lending, Consumer Products, Life Insurance, Health Insurance, Accident Insurance, Investments, Sales, Operations Management, Internal Audit, Sales Management, Notary Public, Small Business, New Business Development, Holistic Health, Wellness, Pain Management, Nutrition, Loans, Credit, Banking, Relationship Management, Financial Services, Retail Banking, Cross Selling, Small Business Lending, Commercial Lending, Wealth Management, Series 63, Mutual Funds, Portfolio Management, Retirement Planning, Finance, Customer Service, Management, Leadership, Commercial Banking
Education
Emmanuel College
Bachelor's degree, Political Science and Government
SIRVA Worldwide Relocation & Moving June 2015 - Present
Oakwood Worldwide February 2013 - June 2015
Bank of America January 2012 - January 2013
Wells Fargo September 2008 - January 2012
Wells Fargo March 2006 - August 2008
Wells Fargo September 2004 - March 2006
Salem Five Bank January 2003 - July 2004
Salem Five Bank January 2003 - August 2003
Salem Five Bank January 2002 - January 2003
EXPRESS July 2001 - December 2001
Skills
Banking, Finance, Call Centers, Customer Service, Sales, Loans, Credit, MIS, Retail Banking, Commercial Banking, Global Mobility, Corporate Housing, Account Management, Training, Customer Satisfaction, Team Building, Negotiation, New Business Development, Microsoft Office, Management, Leadership, Sales Management, Time Management, Marketing, Contract Negotiation
Education
River Valley High School 1996 — 1998
HS Diploma
Mohave Community College
Berkshire Bank July 2013 - Present
State Street August 2011 - July 2013
Salem Five Bank May 2011 - August 2011
Skills
Microsoft Excel, Banking, Reconcilement, Fund Accounting, Lines Of Credit, Loans, Finance, Bloomberg, Social Networking, Financial Analysis, Financial Services, Investments, Accounting, Portfolio Management
Education
Providence College 2007 — 2011
Bachelor's degree, Finance, General
Salem Five Bank January 2015 - Present
Salem Five Bank October 2012 - January 2015
Pentucket Bank 2011 - 2012
Pentucket Bank June 2009 - May 2011
Skills
Financial Reporting, Facebook, Social Media Marketing, Leadership, Customer Service, SurveyMonkey, InDesign, Marketing, Public Relations, Social Networking, Market Research, Event Planning, Advertising, Brand Development, Event Management, SEO, PowerPoint, Microsoft Excel, Teamwork, Microsoft Office
Education
Merrimack College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Colby Sawyer College 2008 — 2009
Bachelor's Degree, General Studies
Salem Five Bank January 2014 - Present
Salem Five Bank September 2011 - January 2014
Eastern Bank May 2010 - September 2011
Skechers September 2008 - May 2010
DSW March 2004 - May 2010
Skills
Customer Service, Sales, Credit, Banking, Retail Banking, Consumer Lending, Cross Selling, Loans, Financial Analysis
Education
North Shore Community College
Business Administration and Management, General
Royal Haven Builders Inc November 2014 - Present
F.M.P. L.L.C. October 2014 - December 2014
Salem Five Bank July 2014 - September 2014
PRLab @ Boston University January 2014 - May 2014
lululemon athletica May 2013 - October 2013
Cumberland Valley Visitors' Bureau September 2011 - May 2012
Krasnoo/Klehm LLP March 2009 - August 2011
Skills
Social Media, Facebook, Public Relations, Public Speaking, Strategic Communications, Press Releases, Editing, Microsoft Office, Microsoft Word, Media Relations, Spanish, Social Media Marketing, Research, Event Planning, Microsoft Excel, PowerPoint, Legal Writing, Photography, Social Networking, Twitter, Instagram, Legal Research, Legal Documents, Legal Assistance, Sales, Creative Writing, Newsletters, Tumblr, English, Speech Writing, Graphic Design, Marketing, Customer Service, Leadership, Advertising, Marketing Communications, Writing, Community Outreach, Blogging, Event Management, Marketing Strategy
Education
Boston University 2012 — 2014
Bachelor's degree, Communication and Public Relations
Dickinson College 2010 — 2012
International Relations and Affairs; Spanish
Lawrence Academy at Groton 2006 — 2010
Salem Five Bank January 2014 - Present
RTN Federal Credit Union 2010 - 2013
TD 2008 - 2010
Skills
Banking, Cross Selling, Customer Service
Education
Cortiva Institute-Boston 2008 — 2009
Certified Massage Therapist, Massage Therapy/Therapeutic Massage
Peabody Veterans Memorial High School 2004 — 2007
Coastal Nissan October 2014 - Present
Salem Five Bank March 2012 - October 2014
The Limited October 2013 - December 2013
The Limited October 2009 - March 2012
Glacial Garden Skating Arena August 2005 - March 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Customer Satisfaction, Sales, Marketing, Teamwork
Education
Quincy College 2015 — 2017
Current Student, General Studies
Fullerton College 2006 — 2010
General Studies
El Dorado High School 2002 — 2006
High School
Salem Five Bank October 2014 - Present
Digital Federal Credit Union 2009 - October 2014
Skills
Customer Service, Banking
Education
Nichols College
Worcester State University
Salem Five Bank September 2011 - Present
Skills
Retail Banking, Supervisory Skills, Team Lead, Peer Support, Open and Close Store, Key Holder, Customer Service..., Teller Operations, Opening New Accounts, Cross Selling, Monthly Store Audits, Lines Of Credit, Alarm System Contact, Weekly Reporting, Cash Shipment, Overdraft Reporting, Atm Settlement, Branch Settlement, Monetary Instrument..., Supply Ordering
Education
Farmington High School 1985 — 1988
High School Diploma
Northern Essex Community College
Early Childhood Develpoment
Grant Thornton LLP January 2015 - Present
First Republic Bank June 2014 - December 2014
First Republic Bank July 2013 - December 2013
Salem Five Bank September 2011 - July 2013
Education
Northeastern University 2014 — 2014
Master of Science (M.S.), Accounting
Providence College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Cataldo Ambulance Service February 2013 - Present
Cataldo Ambulance Service Inc. July 2007 - Present
John Hancock Financial Services February 2005 - March 2007
Salem Five Bank September 2003 - February 2005
Skills
Networking, Business Development, Personnel Management, Operations Management, Recruiting, Management, Team Building, Sales, Training, Event Management, Social Media Marketing, Marketing, Strategic Planning, Leadership, Social Media, Event Planning, Customer Service, CPR Certified
Education
North Shore Community College
Brown Brothers Harriman July 2013 - Present
Albert Lanzillotti II, CPA December 2012 - Present
Salem Five Bank September 2012 - July 2013
The Black Lobster January 2006 - January 2013
Skills
Derivatives, Accounting, Account Reconciliation, QuickBooks, Leadership, Bank Reconciliation, Financial Analysis, Mutual Funds, Fund Accounting, Hedge Funds, Tax, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Banking, Investment Banking, Retail Banking, Data Analysis, Team Building, New Business Development, Budgets, Business Strategy, Business Planning, Business Intelligence, Customer Service, Coaching, Leadership Development, E-commerce, Higher Education, Cross-functional Team..., Finance, Forecasting, Financial Reporting, Financial Accounting, Process Improvement, Continuous Improvement, Team Leadership, Microsoft Office, Networking, Public Speaking, Quality Control, Research, Sales, Time Management
Education
Salem State University 2010 — 2013
Bachelor's Degree, Accounting, A
Merrimack College 2008 — 2009
Accounting, A
Beverly High school 2004 — 2008
High School, High School Diploma, A
Berkshire Property Advisors January 2006 - June 2015
The General Investment & Development Companies July 2005 - December 2005
Salem Five Bank November 2003 - August 2005
Skills
Fluent in Spanish, PeopleSoft, Accounting, Tax, Disposition, Microsoft Excel, Finance, Financial Analysis, Budgets, Financial Statements, Variance Analysis, Forecasting, Due Diligence, Financial Reporting, Account Reconciliation, Financial Accounting
Education
Salem State College 2001 — 2005
BA, Accounting and Finance
Centro de Estudios Brasileños
Portuguese Language
Northeastern University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Specialization in Finance and International Management
Puma October 2012 - Present
Sokolove Law LLC May 2008 - October 2012
Salem Five Bank November 2006 - May 2008
SBLI of Massachusetts October 2003 - November 2006
Skills
Blackberry Enterprise..., Group Policy, VPN, VMware ESX, Networking, SharePoint, Windows Server, Windows 7, Microsoft Office, 2008 R2, Backup Exec, Dell PowerEdge Servers, Servers, SQL, Software Project..., Risk Management, Email Marketing, Project Management, Exchange 2010/2007/2003, Computer Hardware, HP Proliant, Sonicwall, DNS, DHCP, Microsoft Exchange, CRM, Management, Social Media, Equipment Maintenance, Cross-functional Team..., A+ Certified, Google Apps, Protocols TCP/IP, IIS, Customer Service, Avaya, Project Planning, Change Management, IT Benchmarking, IT Management, IT Strategy, Technology Roadmapping, VDI, Staff Development, Technical Staff..., Performance Reviews, KPI Reports, Budgeting, Numara Footprints
Education
Microsoft
MCP
Middlesex Community College
Eagle Bank November 2014 - Present
Banking Business Relationships Management Leaders in the Greater Boston Area 2014 - Present
Salem Five Bank March 2013 - May 2014
Stoneham Savings, a division of Salem Five Bancorp July 2012 - March 2013
Salem Five Bank September 2010 - July 2012
Sovereign Bank April 2006 - September 2010
Bank of America April 2001 - April 2004
Skills
Small Business Lending, Consumer Lending, Banking, Retail Banking, Business Development, Customer Service, Deposits, Branch Management, Lines Of Credit, Cross Selling, Credit, Mortgage Lending, Commercial Lending, Financial Services, Commercial Banking, Sales, Insurance, Building Effective..., Relationship Management, Branch Banking, Long-term Customer..., New Business Development, Business Relationship..., Business Relationship..., Banking Relationships, Investment Banking, Mortgage
Education
New England College of Business and Finance
Fundamentals of Finance, Finance, Management
Russian Academy of Theatre Art
Movie and Theater Actor, Drama and Dramatics/Theatre Arts, Stage and Movie Actress
Salem Five Bank November 2011 - Present
Berkshire Bank September 2009 - October 2011
Legacy Banks 2007 - 2011
Berkshire Bank January 2009 - May 2009
Massachusetts College of Liberal Arts September 2007 - May 2009
Legacy Banks May 2007 - August 2008
Skills
Fluent in Spanish, Banking, Marketing, Customer Service, Sales Management, Loans, Consumer Lending, Finance, Retail, PowerPoint, Microsoft Excel, Event Planning, Outlook, Financial Analysis, Analysis
Education
Massachusetts College of Liberal Arts 2005 — 2009
Bachelors, Business Administration and Economics
Salem Five Bank January 1996 - Present
Shawmut National Bank 1991 - 1995
Shawmut National Bank 1988 - 1991
Shawmut County Bank 1985 - 1988
Skills
Banking, Loans, Commercial Lending, Credit, Management, Credit Analysis, Marketing, Retirement Planning, Commercial Banking, Portfolio Management, Retail Banking, Refinance, Mortgage Lending, Investments, Insurance, Asset Management, Leadership, Small Business, Underwriting, Corporate Finance, Securities, Finance, Cash Management, Mergers & Acquisitions, Credit Risk, Loan Origination, Financial Analysis
Education
Babson College 1977 — 1981
MBA, Business
Norwich University 1965 — 1969
BS, Business
Harvard Business School
PMD
Victoria Mansion December 2010 - Present
STRIVE July 2007 - January 2010
United Way of Greater Portland August 2006 - November 2006
TD Bank June 2005 - November 2006
Salem Five Bank June 2004 - April 2005
Washington Mutual March 2003 - June 2004
Skills
Fundraising, Volunteer Management, Grant Writing, Strategic Planning, Public Speaking, Community Outreach, Nonprofits, Public Relations, Grants, Program Development, Community Development, Event Planning, Editing, Media Relations, Leadership Development, Event Management, Newsletters, Philanthropy, Social Media
Education
Colby College 1998 — 2002
BA, English
Salem Five Bank May 2014 - Present
Realistic Defense Options July 2003 - Present
L.L.Bean October 2011 - November 2013
White House Black Market November 2009 - August 2011
Victorias Secret Stores August 2008 - November 2009
Pottery Barn Kids December 2007 - August 2008
Victoria's Secret June 2004 - December 2007
Still Single Productions August 2007 - September 2007
Skills
Retail, Leadership, Merchandising, Sales, Management, Customer Satisfaction, Apparel, Customer Service, Program Management, Visual Merchandising, Coaching, Microsoft Office, Adobe Creative Suite, Video Editing, Copy Editing, Video Production, Conflict Resolution, Visual Styling, Leadership Development, Store Management, Inventory Management
Education
Colby-Sawyer College 2003 — 2007
BA, Communications Studies
Lorenzo de' Medici 2006 — 2006
Communication and Media Studies, Women's Studies
Suffolk Construction March 2015 - Present
Shawmut Design and Construction August 2013 - March 2015
Randstad October 2012 - July 2013
Salem Five Bank June 2012 - September 2012
Noe Properties September 2006 - June 2012
Skills
Microsoft Office, Excel, Word, PowerPoint, Business Analysis, Business Planning, Multitasker, Cooperative, Network Administration, Invoicing, Invoice Processing, Expenses, Time Management, Analysis, Microsoft Excel, Microsoft Word, Payroll, Account Reconciliation, Finance, Accounts Payable, Accounts Receivable
Education
Endicott College 2014 — 2016
Master of Business Administration (MBA)
Suffolk University 2010 — 2012
BSBA, Finance, General
North Shore Community College 2008 — 2010
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, 3.4
Bishop Fenwick
Bishop Fenwick
HANYS August 2011 - Present
Purshe Kaplan Sterling Investments March 2008 - April 2011
UHY Advisors May 2005 - February 2008
Salem Five Bank August 2003 - May 2005
Quick & Reilly September 2000 - May 2003
Skills
Chartered Retirement..., Series 7, Series 24, Series 53, Series 63, Retirement Planning, Mutual Funds
Education
Lafayette College 1996 — 2000
Bachelor of Arts (B.A.), History
Bethlehem Central High School
Express Scripts March 2012 - August 2013
File Rite December 2008 - December 2011
Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA) May 2008 - November 2008
(freelance) April 2008 - November 2008
Best Friends Animal Society April 2008 - November 2008
Randstad and Office Team July 2005 - January 2006
Travizon July 2004 - June 2005
Salem Five Bank August 1999 - September 2003
Skills
Customer Service, Outlook, Data Entry, Editing, Microsoft Word, Proofreading, Public Speaking, Press Releases, Social Media, Research, Feature Articles, Market Research, Microsoft CRM, Lead Generation, Order Fulfillment, Community Outreach, Inventory, Administrative Office..., Freelance Writing, LinkedIn, HIPAA
Education
Humane Society University (Online Course) 2008 — 2008
Certificate, Citizenship Activities
Salem State College 2002 — 2006
BS, Political Science
Dale Carnegie Training Institute 2004 — 2004
Seminar, Cultivating Business Relationships
Endicott College 2000 — 2001
Liberal Arts
BHS
BHS
BAE Systems March 2014 - Present
BAE Systems May 2013 - January 2014
Salem Five Bank September 2012 - March 2013
BayCare Health System 2011 - 2012
Jeanne D' Arc Credit Union 2010 - 2011
Merrimack Valley Federal Credit Union August 2008 - June 2010
National Quality Review December 2007 - August 2008
Education
Clarkson University 2002 — 2006
Bachelor of Science, Business Technology
Dracut High School
Salem Five Bank May 2011 - Present
RBS Citizens, N.A. April 2002 - May 2011
Greenwich Technology Partners 1999 - 2001
Icon CMT 1997 - 1999
Skills
Commercial Lending, Relationship Management, Credit, Credit Analysis, Commercial Banking, Portfolio Management, Loans
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA
University of Massachusetts Boston 2008 — 2009
Emerging Leaders Program 2009 Cohort
Elizabethtown College 1991 — 1995
Salem Five Bank January 2015 - Present
Salem Five June 2005 - January 2015
Beverly Chamber of Commerce 2009 - 2009
Bank of America March 2003 - May 2005
Enterprise Rent-A-Car 1999 - 2003
Skills
Commercial Lending, Customer Service, Loans, Business Development, Banking, Credit, Commercial Banking, Portfolio Management, Small Business Lending, Loan Origination, Relationship Management, Sales Management, Leadership, Strategic Planning, Consumer Lending, Investments, Retail Banking, Risk Management, Sales, Underwriting, Finance, Mortgage Lending, Insurance, Negotiation, Cross Selling, Financial Analysis, Small Business, Credit Analysis, Financial Services, Lines Of Credit, Wealth Management
Education
Colgate University 1995 — 1999
Berkshire School 1992 — 1995
Salem Five Bank August 2011 - Present
Salem Five Bank August 2011 - May 2012
Danversbank (People's United Bank) July 2006 - July 2011
Northern Bank & Trust Company October 2000 - June 2006
Gloucester Bank and Trust Company (Andover Savings Bank; TD Bank) March 1999 - September 2000
Woburn National Bank (RBS Citizens NA) September 1972 - February 1999
Suiss Chalet September 1975 - September 1977
Brighams September 1971 - December 1974
Buttrick's Ice Cream June 1972 - September 1972
Mammoth Mart November 1971 - August 1972
Skills
Banking, Retail Banking, Cash Management, Loans, Customer Service, Credit, Coaching, Team Building, Call Centers, Financial Services, Cross Selling, Training, Business Analysis, Risk Management, Commercial Lending, Investments, Retail, Problem Solving, Excel, Call Center, Microsoft Office, Accounting, Customer Satisfaction, Operations Management, Policy, Organization, Communication, Mergers & Acquisitions, Microsoft Excel, Credit Analysis, Deposits, Portfolio Management, Credit Risk, Financial Analysis, Compliance, Customer Relations, Hospitality, Listener, Empathy, Community Outreach, Teaching, Volunteering, Finance, Programming, Item Processing, Data Analysis, Data Management, Financial skills, Leadership, Commercial Banking
Education
Unisys (Burroughs) 1992 — 1998
Computer programming - Operations of Unisys A1-FX, A7 and A14 Series with SSR/MCP Operating Systems
Boston Center for Adult Education (BCAE) 1984 — 1998
Culinary, Baking and Cooking
NCR 1981 — 1992
Operations of ACS Banker 80 and Banker 80 II, NCR ITX, NCR IRX and Advanced NCR IRX Operating System
Bentley University 1981 — 1985
Finance, Structured Cobol
American Institute of Banking - Boston Chapter (New England College of Finance) 1972 — 1981
Finance
Fred Astaire Dance Studios 1972 — 1977
Disco Dancing
Harvard University 1973 — 1974
Master of Mixology
Woburn High School 1968 — 1972
High School diploma
BankNewport 2008 - Present
Salem Five Bank 2003 - 2008
Cambridgeport Bank 1994 - 2003
Skills
Auditing, Banking, Financial Risk, Finance, Management, Retail Banking, Financial Analysis
Education
Boston University Questrom School of Business
Master of Business Administration (MBA)
Augustana College, Rock Island IL
Bachelor of Arts (B.A.), Finance and Management
CoWorx Staffing Services August 2015 - Present
DT&G Cleaning Services, Inc 2014 - Present
Coverall Health-Based Cleaning System 2010 - 2014
U.S. Census Bureau April 2010 - August 2010
Wayside Trailers 2008 - 2009
Beneficial Finance 2003 - 2007
Staffing Now 2001 - 2003
Salem Five Bank 1999 - 2000
MCI Wireless 1995 - 1999
Skills
Customer Relations, New Business Development, Account Management, Cold Calling, Excel, Scheduling, Accounting, Planning, Process Scheduler, Microsoft Word, Project Planning, Microsoft Excel, Management, CRM, Sales, Marketing, Team Leadership, Sales Management, Customer Service, Microsoft Office, Business Strategy, Outlook, Customer Satisfaction, Training, Event Planning, Selling, Sales Operations, Marketing Strategy, Time Management, Salesforce.com, Contract Negotiation, Sales Presentations, Sales Process, Leadership, Team Building, Strategic Planning, Negotiation, Business Development, Direct Sales, Social Media, Social Media Marketing, B2B, Customer Retention, Lead Generation, Solution Selling, Advertising, Consulting, Public Speaking, Coaching, Trade Shows
Education
Endicott College
Associate's Degree, Business Administration, Management and Operations, 3.93 GPA
Bishop Fenwick High School
Diploma
North Shore Community College
Certificate, Accounting - Quick Books
St. Clair Memorial Hospital April 2012 - Present
Community College of Allegheny County September 2007 - May 2011
HJ Heinz & Company December 2007 - May 2008
Salem Five Bank September 2000 - August 2007
Sandy Spring National Bank & Mellon Bank of Maryland July 1998 - September 2000
Norwest Financial (now part of Wells Fargo) November 1995 - July 1998
Skills
Cross-functional Team..., Leadership, Budgets, Management, Team Building, Banking, Healthcare, Coaching, Training, Time Management, Customer Service, Process Improvement
Education
Community College of Allegheny County 2007 — 2011
Associates, Nursing
D'Amore-McKim School of Business at Northeastern University 2002 — 2005
MBA, Marketing
Bethany College 1991 — 1995
BA, Accounting, Economics
Massachusetts Institute of Technology (MIT) September 2015 - Present
Eagle Investment Systems July 2013 - September 2015
Salem Five Bank June 2008 - July 2013
Fabasoft March 2007 - June 2008
Investors Bank & Trust August 2004 - March 2007
American Holdco June 2003 - August 2004
Skills
Puppet, Python, Cloud Computing, Integration, MySQL, PHP, Unix Shell Scripting, Perl, Enterprise Content..., Enterprise Search, Disaster Recovery
Education
Miami University 1989 — 1993
BA, English, History
Salem Five Bank July 2015 - Present
Sovereign Bank/Santander Bank N.A. August 2008 - Present
Sovereign Bank/Santander Bank N.A. August 2013 - July 2015
NaviSite (A Time Warner Company) March 2013 - August 2013
Autodesk November 2007 - August 2008
Telcordia Technologies (formerly Granite Systems) May 2004 - October 2007
Granite Systems May 2000 - May 2004
Kurzweil Educational Systems May 1996 - May 2000
Skills
Project Management, Offshoring, Technical Support, Quality Assurance, Software Quality..., Agile Methodologies, Software Development, Start-ups, Software Documentation, Program Management, Management, Enterprise Software, Leadership, Testing, SDLC, Integration, Scrum, Strategy, Product Development
Education
Merrimack College 1983 — 1987
BA
Bloomberg BNA September 2015 - Present
Salem Five Bank May 2013 - August 2015
Bank of America April 2011 - May 2013
Bank of America August 2006 - April 2011
Bank of America August 2004 - August 2006
Skills
Business Intelligence, Business Analysis, Market Research, Forecasting, Integration, Customer Insight, Marketing Research, Segmentation, Consumer Insights, Business Process Design, Business Process..., Data Preparation, Data Mining, SQL, SAS, Business Analytics, Dashboarding, Statistics, Data Acquisition, Microsoft SQL Server, VBA, Presentations, Information Management, Microsoft Excel, Microsoft Access, SPSS, Minitab, Marketing Strategy
Education
Boston University - School of Management 2006 — 2009
MBA, Marketing, International Management, Strategy & Business Analysis
Providence College 1997 — 2001
BA, Psychology
Metro Credit Union July 2005 - Present
Salem Five Bank 2004 - 2005
Marblehead Bank 1996 - 2004
Skills
Customer Service, Call Centers, Process Improvement, Management, Training, Leadership, Banking, Customer Experience, Risk Management, Credit Analysis, Financial Services, Executive Management
Education
University of Wisconsin School of Business & Credit Union National Association (CUNA) 2012 — 2014
Certified Credit Union Executive (CCUE), Credit Union Management, Graduated with Honors
Northeastern University 2005 — 2010
Master of Science, Leadership
Benchmark Portal / Purdue University 2009 — 2009
Certified Call Center Manager, Call Center management and certification
Bentley University 1999 — 2003
Bachelor's Degree, Finance - Bank Management
North Shore Community College 1996 — 1998
Business Administration, Business Administration and Management, General
Swampcott High School 1991 — 1995
High School Diploma, High School/Secondary Diplomas and Certificates
Wolters Kluwer Financial Services 2010 - Present
Wolters Kluwer Financial Services 2007 - 2010
Wolters Kluwer Financial Services 2005 - 2007
Wolters Kluwer Financial Services 2004 - 2005
Atari July 2003 - December 2003
Salem Five Bank April 2003 - July 2003
Upstate Office Equipment 2002 - 2003
Skills
Agile Methodologies, SDLC, Business Analysis, Management, Leadership, Enterprise Software, Requirements Analysis, CRM, Quality Assurance, Software Quality..., Scrum, SQL
Education
Hartwick College 1998 — 2002
Bachelor of Science (B.S.), Computer and Information Sciences, General
National Aircraft Finance Association April 2014 - Present
Salem Five Bank October 2010 - Present
Dorr Aviation December 2002 - September 2010
First Essex Bank May 2000 - December 2002
USTrust Corporation October 1998 - January 2000
Education
Brandeis University 2008 — 2010
MSE, Master of Software Engineering
University of Montana 1994 — 1998
BS, Business Administration
Salem Five Bank February 2003 - Present
Insight Partners January 1996 - February 2003
Shawmut Bank, NA August 1985 - December 1995
Manganaro Construction June 1982 - June 1985
State Of California-Contra Costa County 1978 - 1980
Bechtel Corporation November 1977 - December 1978
Skills
Commercial Lending, Loans, Credit Analysis, Banking, Credit, Mortgage Lending, Portfolio Management, Real Estate, Investments, Financial Analysis, Accounting, Risk Management, Asset Managment, Retail Banking, Real Estate Economics, Asset Management, Commercial Real Estate, Commercial Banking, Commercial Mortgages, Loan Origination, Mergers & Acquisitions, Underwriting
Education
Northeastern University - Graduate School of Business Administration 1979 — 1981
Master of Business Administration (M.B.A.), Finance, General
University of Vermont 1974 — 1977
BS, Civil Engineering
The Active Network November 2012 - Present
Monster.com October 2007 - November 2012
Salem Five Bank 2006 - 2007
Endicott College 2004 - 2007
Skills
Vulnerability Assessment, Penetration Testing, Network Security, Web Security, Security, Information Security..., Information Security, Internet Security, Firewalls, Computer Security, PCI DSS, Network Administration, Information Security..., Data Security, Incident Response, Web Application Security, Vulnerability Management
Education
Endicott College 2002 — 2007
Bachelor of Science, Computer Science
North Shore Bank, A Co-operative Bank Formerly Saugusbank January 2013 - Present
Saugusbank January 2013 - September 2014
Salem Five Bank July 2012 - December 2012
Cambridge Savings Bank March 2010 - June 2012
North Shore Bank, A Co-operative Bank March 2003 - April 2010
Northern Bank & Trust Company October 1998 - March 2003
Woburn National Bank April 1986 - October 1998
Skills
Mortgage Lending, Consumer Lending, Loan Origination, Loans, Underwriting, Commercial Lending, Banking, Mortgage Banking, Credit Analysis, Real Estate, Small Business Lending, Loan Servicing, Commercial Banking, Credit, Lines Of Credit, Portfolio Management, Residential Mortgages, Commercial Mortgages, Retail Banking, Refinance, FHA, Construction Loans, Credit Risk, Cash Management, Branch Management, Cross Selling, Asset Based Lending, USDA, VA loans, Mortgage Underwriting, Financial Services, Deposits, Real Estate Financing, Financial Risk
Education
Bentley University 1991 — 1993
BS, Business Management
Salem Five Bank March 2012 - Present
Eastern States Insurance Agency, Inc September 2005 - February 2012
Norcross & Leighton, Inc June 1983 - December 2001
Skills
Insurance, Team Building, Property & Casualty..., Customer Service, Commercial Insurance, Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1986
BS, Business Admin/ Computer Science
Austin Prepatory School 1979 — 1982
High School
Santander Bank, N.A. March 2015 - Present
Capital Crossing Servicing Company LLC July 2013 - March 2015
TD Bank Group April 2012 - June 2013
Capital Crossing June 2010 - April 2012
Salem Five Bank July 2003 - June 2010
Compass Bank/Bay State Federal January 2002 - July 2003
Eastern Bank May 2000 - January 2002
Skills
Loans, Credit, Real Estate Economics, Credit Analysis, Underwriting, Portfolio Management, Banking, Asset Managment, Real Estate, Commercial Banking, Loan Origination, Credit Management, Asset Dispositions, Cash Management, Commercial Mortgages, Asset Management, Commercial Lending, Real Estate Financing, Mortgage Lending, Small Business Lending
Education
Endicott College
Bachelor of Science, Business Administration
University of New Hampshire
Business
University of New Hampshire - Whittemore School of Business and Economics
Salem Five Bank August 2012 - Present
Middlesex Savings Bank March 1994 - August 2012
Skills
Commercial Lending, Credit Analysis, Credit, Banking, Commercial Banking, Financial Analysis, Small Business Lending, Portfolio Management, Small Business, Loans, Relationship Management, Cash Management, Mortgage Lending, Underwriting
Education
College of the Holy Cross 1974 — 1978
North Shore Bank, A Co-operative Bank November 2006 - Present
Infinex Financial Group June 2003 - September 2005
Beverly National Bank (Now Peoples United Bank) May 1997 - May 2003
Cambridge Savings Bank September 1986 - May 1997
Salem Five Bank May 1982 - September 1984
Skills
Investments, Banking, Financial Services, Portfolio Management, Marketing Strategy, Strategic Financial..., Sales Management, Leadership, Sales, Loans, Retail Banking, Credit, Relationship Management, Finance, Marketing Management, Budgets, Customer Service, Management
Education
Fairfield University 2001 — 2003
MBA, Business Adminstration
University of Colorado Boulder 1998 — 1999
Graduate Certificate, School of Financial Services Marketing
Fairfield University 1993 — 1995
Graduate Certificate, National School of Banking
Salem State University 1978 — 1983
BS, Business
Nashua Airport Authority June 2015 - Present
New Hampshire Aviation Historical Society December 2014 - Present
Southern NH University December 2014 - Present
Salem Five Bank July 2012 - September 2013
JPMorgan Chase January 2010 - June 2012
People's Bank March 2008 - February 2009
Sovereign Bank March 2003 - February 2008
CFX Bank/Bank of New Hampshire 1994 - 2002
Skills
Loans, Credit, Credit Analysis, Financial Analysis, Portfolio Management, Auditing, C&I Lending, Commercial Lending, Banking, Commercial Banking, Small Business Lending, Cooking
Education
Daniel Webster College 2015 — 2017
Bachelor's Degree, Aviation Management, 4.0
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2004
MBA, Business Management, 3.2
Keene State College 1993 — 1994
BA, Economics, 3.8
TD Bank November 2013 - Present
Webster Business Credit February 2012 - November 2013
Diamond Busness Credit October 2008 - February 2012
Salem Five Bank September 2006 - September 2008
Skills
Commercial Lending, Small Business Lending, Loans, Banking, Credit Analysis, Credit, Commercial Banking, Retail Banking, Mortgage Lending, Consumer Lending, Credit Risk, Cross Selling, Portfolio Management, Refinance, FHA, Underwriting, Investments, Risk Management, Financial Analysis, Asset Managment, Asset Based Lending
Education
Colby College 1979 — 1983
Bachelor of Arts (B.A.), Administrative Science
MORTGAGE NETWORK 2006 - Present
EMS 1996 - 1998
Salem Five Bank 1990 - 1996
Salem Five Bank 1990 - 1996
farragut mortgage 1987 - 1989
Skills
USDA, Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Banking, Real Estate, Credit, First Time Home Buyers, Investment Properties, Underwriting, Referrals, VA loans
Education
Malden high School 1978 — 1982
Bridgewater State University
business
Georgetown Bank March 2015 - Present
TD Bank USA January 2003 - March 2015
Salem Five Bank 1999 - 2002
BankBoston 1994 - 1999
Pioneer Bank 1992 - 1994
Skills
Mergers, Insurance, Financial Modeling, Microsoft Office, Underwriting, Public Speaking, Investments, Business Development
Education
Northeastern University - Graduate School of Business Administration 1982 — 1987
Master of Business Administration (MBA), Finance, General
Middlebury College 1973 — 1977
BA, History
Hamilton-Wenham Regional High School 1969 — 1973
High School Diploma
Salem Five Bank July 2014 - Present
Salem Five Bank April 2011 - July 2014
Salem Five Bank April 2009 - April 2011
Salem Five Bank January 2008 - April 2009
USA Hockey March 2002 - October 2005
The Walt Disney Company January 2003 - March 2004
Greensboro Generals September 2001 - December 2001
Macon Whoopee January 2001 - May 2001
Iserlohn Roosters July 2000 - December 2000
Skills
Real Estate, Banking, Accounting, Finance, Mergers, Commercial Lending, Working Capital..., Strategic Planning, Cash Management, Small Business Lending, Commercial Banking, Asset Managment, Financial Reporting, SBA, Credit Risk, Valuation, Asset Based Lending, Cash Flow Lending, SBA 504, Asset Management, Business Planning, Investment Properties, Mergers & Acquisitions, Credit
Education
Boston University 1996 — 2000
B.A., History, International Relations
New England College of Banking and Finance 2008 — 2009
Graduate Certificate, Accounting
Tabor Academy 1994 — 1996
Pingree School 1992 — 1994
Massachusetts Housing Partnership September 2001 - Present
Salem Five Bank December 1999 - August 2001
BankBoston December 1984 - December 1999
Education
North Shore Community College 1971 — 1973
Associate, Secretarial Science
New England Training Consortium August 2008 - Present
Dale Carnegie Training March 2006 - August 2008
ASTD 2005 - 2008
Salem Five Bank December 2000 - November 2005
Education
Boston University
M.ED, Education
Salem Five Bank June 2010 - Present
Cambridge Savings Bank October 1991 - July 2008
Skills
Loans, Accounting, Banking, Cash Management, Forecasting, Financial Reporting, Financial Analysis
Education
Bentley University
BS, Accounting
Fairfield University
National School of Banking, Honors
PMI
PMP
The Salem Dollar Store June 2009 - Present
Salem Five Bank March 2008 - April 2009
Citizens Bank 2005 - 2008
Skills
Customer Service, Sales, Retail Banking, Finance, Credit Analysis, Microsoft Office, Leadership, Investments, Commercial Banking, Banking, Real Estate, Whole House Renovations, Landlords, Retail Sales
Education
North Shore Community College 2006 — 2008
NorthEast Community Bank January 2012 - August 2012
Salem Five Bank January 2008 - January 2012
Citizens Bank January 2006 - January 2008
Skills
Retail Banking, Banking, Commercial Banking, Personal Finance, Customer Service, Client Liason, Customer Liason, Management, Sales Management, Event Management, Program Management, Operations Management, Private Banking, Music, Euphonium, Problem Solving, Problem Analysis, Supervisory Management, Supervising, Sales, Sales Operations, Direct Sales, Sales Process, Sales Presentations
Education
Salem State College 2004 — 2007
Psychology and Biology
Danvers High School
North Shore Community College
Beacon Health Strategies, LLC June 2014 - Present
Neighborhood Health Plan May 2013 - June 2014
Salem Five Bank May 2012 - May 2013
CRICO/RMF (Risk Management Foundation of Harvard Medical Institutions) November 2009 - May 2012
Beacon Health Strategies, LLC January 2009 - December 2009
CITI (BISYS) Hedge Fund Services October 2007 - December 2008
WAY Systems, Inc. February 2007 - October 2007
Bisys Hedge Fund Services September 2005 - March 2007
Factiva -- Dow Jones March 2004 - April 2005
WorldWinner.com April 2001 - March 2004
Skills
Databases, SSIS, SSRS, Business Intelligence, MySQL, Microsoft SQL Server..., SAP Crystal Report, SAP Business Objects, Oracle 9i/10g, Linux/Unix, Windows PowerShell, Perl and Perl DBI, Unix Shell Scripting, Microsoft SQL Server, SQL
Education
Boston University 1989 — 1993
BS, MIS and Finance
Salem Five Bank December 2008 - Present
Bank of America October 2006 - December 2008
Skills
Sales, Credit, Small Business Lending, Banking, Consumer Lending, Mortgage Lending, Cross Selling, Loans, Deposits, Retail Banking, Commercial Lending, Lines Of Credit, Credit Analysis, Commercial Banking, Branch Management, New Business Development
Education
Johnson & Wales University 1985 — 1987
Associate of Science, Hotel/Restaurant Management
Cambridge Savings Bank February 1997 - Present
Salem Five Bank June 1983 - February 1997
Education
Boston College 1978 — 1982
BA, Economics and Computer Science
Middlesex Federal Savings, F.A. April 2012 - Present
First National Bank of Ipswich January 2009 - April 2012
Salem Five Bank 2003 - 2008
Warren Five Cents Savings Bank 1997 - 2003
Eastern Bank 1987 - 1997
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Banking, Risk Management, Commercial Mortgages, Underwriting, Financial Analysis, Loan Origination, Treasury Management, Retail Banking, Cross Selling, Commercial Banking, Mortgage Banking, Small Business Lending, Credit Risk, Mortgage Lending, Consumer Lending, Due Diligence, Finance, Lines Of Credit, Portfolio Management, Cash Management, Refinance, Asset Based Lending, Construction Loans, Middle Market, Financial Structuring, Private Banking, Cash Flow Lending, Financial Institutions, Real Estate Financing, Deposits, Relationship Management, Financial Risk
Education
Bates College 1979 — 1983
BS, Economics
Salem Five Bank September 2011 - Present
Bank of America Home Loans April 2009 - September 2011
Countrywide Home Loans September 2007 - April 2009
Skills
Mortgage Lending, Refinance, Mortgage Banking, Sales Management, Loan Origination, Residential Mortgages, USDA, Loans, Real Estate Transactions, FHA, VA loans, Credit, Credit Analysis, FHA financing, Mortgage Underwriting, Investments, Banking, Construction Loans, VA Loans, Real Estate
Education
Northeastern University 1995 — 2000
BS, Communications
St. Sebastian's High School 1991 — 1995
High School Diploma, Math & Science
Penske Truck Leasing November 2013 - Present
Penske Truck Leasing November 2011 - October 2013
Penske Truck Leasing April 2010 - October 2011
Commonwealth Foreign Exchange May 2007 - April 2010
Salem Five Bank April 2005 - January 2006
Skills
Customer Service, Customer Relations, Account Management, Consultative Selling, Excel, Microsoft Excel, Logistics, Sales, Management, Selling, Sales Operations, Finance, Transportation, Cold Calling, Pricing, Sales Management, Training, Customer Satisfaction, New Business Development, Operations Management
Education
Merrimack College 2003 — 2007
B.S, Business Adminstration/Marketing
Barrington High School 1999 — 2002
People's United Bank July 2011 - Present
Danversbank February 1999 - July 2011
Marblehead Savings Bank January 1988 - January 1999
Salem Five Bank April 1986 - December 1987
Ann and Hope Department Store January 1982 - December 1987
Skills
Banking, Risk Management, Retail Banking, AML, Compliance, Compliance Testing, Community Development, Community Reinvestment..., Training, Financial Institutions, Deposits, Customer Service, Financial Risk, Operational Risk..., Bank Secrecy Act, USA PATRIOT Act, Branch Management, Financial Regulation, KYC, OFAC
Education
Fairfield University 1995 — 1997
Banking certificate, National School of Banking, Graduated with Honors
Salem State University 1982 — 1986
BS, Business Education
Danvers High School 1979 — 1982
Diploma, College Prep.
The Provident Bank December 2007 - Present
Salem Five Bank June 2002 - December 2007
Skills
Commercial Lending, Retail Banking, Consumer Lending, Management, Branch Management, Microsoft Office, Banking, Strategic Planning, Small Business Lending, Commercial Banking, Customer Service, Cross Selling, Event Planning, Lines Of Credit, Credit, Bank Secrecy Act, Loans, Home Equity Lines of..., Deposits, Branch Banking, Mortgage Lending, Credit Analysis, Sales
Education
Essex Agricultural Institue
Associate in Retail Management
Merrimack College
eSecLending February 2005 - Present
Salem Five Bank 2004 - 2005
Federated Investors February 2001 - March 2004
Education
Liberty University 1998 — 2000
Finance
Geotext Translations September 2010 - Present
Salem Five Bank June 2008 - September 2010
Skills
Account Management, Social Media, Microsoft Excel, Microsoft Office, Spanish, Business Development, Sales, Strategic Planning, Customer Service, Leadership, PowerPoint, Management
Education
Fairfield University 2004 — 2008
Marketing, Accounting, Advertising, Business Strategy, Consumer Behavior
Salem Five Bank October 2010 - Present
StonehamBank October 2007 - January 2010
Stoneham Bank October 2007 - January 2010
StonehamBankl October 2006 - October 2007
StonehamBank April 2005 - October 2006
Bank of America July 2003 - April 2005
Ameriquest Mortgage January 2003 - July 2003
Telecheck (a First Data Company) January 1999 - January 2003
Choice Courier September 1997 - January 1999
Osbon Medical Systems December 1995 - September 1997
Education
Arizona State University 1990 — 1994
BA, Sociology
Arizona State University 1990 — 1994
B.A, Sociology
Salem Five Bank January 2015 - Present
Merrill Edge July 2014 - January 2015
Merrill Edge April 2013 - July 2014
Merrill Edge September 2011 - April 2013
Merrill Edge July 2006 - September 2011
Banc of America Investment Services, Inc. July 2006 - June 2007
Brown & Company; J.P. Morgan Chase July 2003 - July 2006
Brownco September 2000 - June 2003
Morgan Stanley Smith Barney April 1999 - June 2000
McLaughlin, Piven & Vogel Securities January 1999 - April 1999
Skills
Equities
Education
Hofstra University 1994 — 1998
Hofstra University
Bachelor, Business Administration; Banking and Finance
Patriot Properties October 2013 - November 2014
Salem Five Bank March 2006 - October 2013
Heritage Bank November 2000 - March 2006
Skills
Microsoft Word, Microsoft Excel, Financial Modeling, Financial Analysis, Access
Education
Endicott College 2010 — 2012
Masters of Science, Information Technology, GPA 3.5
Endicott College 1995 — 1999
Bachelors, Business Administration
Salem Five Bank April 1999 - Present
Salem Five Bank April 1999 - Present
Century Bank 1989 - April 1999
BayBank 1981 - 1989
Skills
Banking, Financial Analysis, Credit, Credit Analysis, Loans, Commercial Lending, Commercial Banking, Portfolio Management, Business Development, New Business Development, Marketing, Underwriting, Investments, Mortgage Lending, Small Business Lending, Asset Managment, Credit Risk, Consumer Lending, Lines Of Credit, Loan Origination
Education
Bates College 1969 — 1973
BA, Economics
Marblehead High School 1966 — 1969
Salem Five Bank Chat RepresentativeSalem Five BankNovember 2011 - Present
Salem Five Bank January 2009 - Present
Salem Five Bank February 2004 - Present
Education
Endicott College
BSBA, Business
Bank of New England December 2010 - Present
Salem Five Bank 2007 - 2010
North Shore Bank 2002 - 2007
Rockland Trust Company 1992 - 2002
Bank of New England/Fleet Bank 1990 - 1992
Skills
Commercial Lending, Mortgage Lending, Banking, Loans, Commercial Real Estate, Portfolio Management, Credit, Real Estate, Commercial Banking, Construction Loans, Credit Analysis, Small Business Lending, Underwriting, Mortgage Banking, Loan Origination
Education
Assumption College 1982 — 1986
BA
St. John's Prep 1978 — 1982
Salem Five Bank June 2010 - September 2010
Dolben Properties June 2009 - August 2009
YMCA of Greater Boston October 2007 - August 2009
Olympic Systems June 2008 - January 2009
Skills
Excel, Microsoft Office, Word, PowerPoint, Research, Outlook, Small Business, Problem Solving, Access, Windows
Education
Bentley University 2009 — 2013
Bachelor of Science, Corporate Finance and Accounting
Burlington High School 2005 — 2009
High School Diploma
Salem Five Bank July 2014 - Present
Reliant Mortgage October 2012 - October 2013
Franklin American Mortgage Company March 2012 - January 2013
Senator Bruce Tarr March 2011 - March 2012
Skills
Excel, Research, Customer Service, Word, Writing, Policy, PowerPoint, Government, Customer Relations, Microsoft Office, Public Relations, Loans, Strategic Planning, System Administration, Team Building, Leadership, Project Planning, Management, Access, Teamwork, Team Leadership, Project Management, Process Improvement, Data Entry, Mortgage Underwriting, Mortgage Servicing, Mortgage Banking, Microsoft Excel, Outlook, Training, FHA, Employee Training, Mortgage Lending, Time Management, Residential Mortgages, Quality Assurance, Sales, Business Analysis, Refinance, Employee Relations, Risk Management, Real Estate, Public Speaking, Operations Management, Event Planning, Social Networking, Windows, VA loans, USDA, Microsoft Word
Education
Endicott College 2012 — 2015
Master of Business Administration (M.B.A.), Management/Homeland Securty
Salem State College 2009 — 2011
political science, government
North Shore Community College 2008 — 2009
paralegal, paralegal
Mutual Bank August 2010 - March 2011
Citizens Bank October 2009 - August 2010
Edward Jones May 2008 - October 2009
Advanced Mortgage Services October 2006 - May 2008
Salem Five Bank May 2006 - October 2006
Heritage Mortgages October 2005 - May 2006
Weichert Financial Services March 2005 - October 2005
National City Mortgage October 2002 - March 2005
Citizens Bank September 1999 - October 2002
Education
Curry College 2012 — 2014
Psychology
Massasoit Community College 2000 — 2002
Associate of Science, Business Administration
MetLife Home Loans July 2010 - Present
MetLife Home Loans July 2010 - Present
MetLife Home Loans July 2010 - Present
MetLife Home Loans July 2010 - Present
Salem Five Bank January 2009 - March 2010
Salem Five Bank January 2009 - March 2010
First Trade Union Bank January 2003 - October 2008
Cambridgeport Bank February 2000 - September 2003
Metropolitan Credit Union January 1996 - January 2000
GATC January 1995 - January 1996
Skills
Compliance, Mortgage, Loans, Mortgage Lending, FHA, Refinance, Outlook, Excel, Insurance, Word, Post Closing, Funding, Documentation, Microsoft Office, VA, Conventional, Accounting, Equities, Auditing, Residential, Accounts Receivable, Commercial Lending
Education
Kenya Commerce Business School -Nairobi
Business
Newbury College
Associates Degree, Applied Science
Newbury CollegeBoston, MA
Associates Degree, Applied Science
Salem Five Bank October 2008 - Present
Skills
Retail Banking, Mortgage Lending, Microsoft Office, Commercial Banking, Employee Relations, Banking, Consumer Lending, Outlook, Loans, Credit, Data Entry, PowerPoint, Customer Service, Budgets, Public Speaking, Microsoft Word, Microsoft Excel, Process Improvement
Education
Boston College
Master of Education (M.Ed.), Special Education, Education Administration
State University of New York College at Cortland
BSE, Outdoor Education & Recreation